Top Picks · Pflugerville
Best Financial Advisors in Pflugerville, TX
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As of May 2026, RatingsNearMe ranks 7 financial advisors in Pflugerville, TX by verified customer ratings and review volume. The highest-rated is Osbaldo Alonzo: Primerica - Financial Services with a 5.0-star rating from 7 verified reviews. Also in the top tier: Capital Advisors and Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®. The average rating across all listed financial advisors in Pflugerville is 4.5 stars from 7 reviews per business on average.
Financial advisors in Pflugerville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
7
Businesses listed
4.5★
Avg rating
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Osbaldo Alonzo: Primerica - Financial Services
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA
Capital Advisors
1505 Mangrum St, Pflugerville, TX 78660, USA
Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®
1616 FM 685 Suite 102, Pflugerville, TX 78660, USA
Financial Advisors Rankings in Pflugerville, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Osbaldo Alonzo: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 7 |
| #2 | Capital Advisors1505 Mangrum St, Pflugerville, TX 78660, USA | 4.1★ | 13 |
| #3 | Edward Jones - Financial Advisor: Jeff Stefek, CFP®|AAMS®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | 4.4★ | 7 |
| #4 | Edward Jones - Financial Advisor: Dayna Chettouh, AAMS®305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA | 4.2★ | 5 |
| #5 | Edward Jones - Financial Advisor: Chris Davenport, AAMS®104 W Main St Suite D, Pflugerville, TX 78660, USA | — | — |
| #6 | Shanequa E Wilson: Primerica - Financial Services2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Robert M Daggett, CEPA®1616 FM 685 Suite 102, Pflugerville, TX 78660, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Pflugerville
Edward Jones - Financial Advisor: Dayna Chettouh, AAMS®
305 N Heatherwilde Blvd Suite 155, Pflugerville, TX 78660, USA
Edward Jones - Financial Advisor: Chris Davenport, AAMS®
104 W Main St Suite D, Pflugerville, TX 78660, USA
Shanequa E Wilson: Primerica - Financial Services
2911 A W Grimes Blvd Suite 600, Pflugerville, TX 78660, USA
Edward Jones - Financial Advisor: Robert M Daggett, CEPA®
1616 FM 685 Suite 102, Pflugerville, TX 78660, USA
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Frequently Asked Questions — Financial Advisors in Pflugerville
What is a fiduciary financial advisor and why does it matter in Pflugerville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Pflugerville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Pflugerville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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